Concurrent Investment Advisors LLC Boosts Stock Holdings in Dimensional US Real Estate ETF $DFAR

Concurrent Investment Advisors LLC boosted its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 5.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 469,889 shares of the company’s stock after buying an additional 23,030 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.70% of Dimensional US Real Estate ETF worth $12,292,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of DFAR. Vise Technologies Inc. increased its stake in Dimensional US Real Estate ETF by 292.6% during the 4th quarter. Vise Technologies Inc. now owns 1,696,565 shares of the company’s stock valued at $38,853,000 after purchasing an additional 1,264,461 shares in the last quarter. Burton Enright Welch acquired a new position in shares of Dimensional US Real Estate ETF during the fourth quarter valued at approximately $15,458,000. Beacon Pointe Advisors LLC lifted its stake in Dimensional US Real Estate ETF by 131.5% in the 4th quarter. Beacon Pointe Advisors LLC now owns 852,933 shares of the company’s stock worth $19,533,000 after purchasing an additional 484,472 shares in the last quarter. Savant Capital LLC raised its position in Dimensional US Real Estate ETF by 70.4% in the fourth quarter. Savant Capital LLC now owns 958,787 shares of the company’s stock valued at $21,957,000 after purchasing an additional 395,969 shares during the period. Finally, Root Financial Partners LLC grew its position in Dimensional US Real Estate ETF by 20.6% in the 4th quarter. Root Financial Partners LLC now owns 1,909,269 shares of the company’s stock valued at $43,725,000 after acquiring an additional 326,780 shares in the last quarter.

Dimensional US Real Estate ETF Stock Down 0.6%

Shares of DFAR stock opened at $25.85 on Friday. Dimensional US Real Estate ETF has a 52 week low of $22.65 and a 52 week high of $27.59. The firm has a 50 day moving average of $26.55 and a two-hundred day moving average of $25.71. The stock has a market capitalization of $1.72 billion, a PE ratio of 31.45 and a beta of 0.89.

Dimensional US Real Estate ETF Company Profile

The Dimensional US Real Estate ETF (DFAR) is an exchange-traded fund that mostly invests in real estate equity. The fund is actively managed to invest in US companies whose principal activities are engaged in the broad real estate sector, including REITs. Portfolio holdings are weighted by market capitalization. DFAR was launched on Feb 23, 2022 and is managed by Dimensional.